Overview

Enable the Calendar Integration

Add Calendar Integration Permission to Roles

Detailed Integration Requirements and AZURE AD Approval

Overview

Your booked classes will automatically appear on your Google or Outlook/Microsoft 365 calendar by activating our Calendar Integration feature. There will not be any identifiable case/student information displayed on your personal calendar. Your unbooked availability will not appear on your personal calendar.


Please note that this integration is a one-way communication from IMPACT Feedback to your preferred calendar. Any changes made to your personal calendar will not affect your IMPACT Feedback calendar.


Enable the Calendar Integration

The following steps will be performed by each staff member that would like to connect their personal calendar to their Impact provider calendar. If this option is not available to the staff member, then their role needs to be updated. Please have your main Org Admin update their role following the steps in the next section, Add Calendar Integration Permission to Roles.

  1. Select the User icon in the top right corner of the IMPACT Feedback webpage to open a dropdown menu.
  2. Click Profile. This opens your user account Profile page.
  3. Click on the EXTERNAL tab and scroll down to the External Calendar section. 
  4. Select the calendar type, Google Calendar or Microsoft 365, that your personal calendar is a part of. If you do not see this section, please enable the permission described in the Add Calendar Integration Permission to Roles section below. 
  5. Please click the appropriate integration link below for instructions to complete the integration

Google Calendar Integration

Outlook/Office 365 Calendar Integration


Google Calendar Integration

  1. Clicking the Google Calendar integration option will open a Google account window where you can select or log into the Google account you'd like to connect to. You will then be directed to the permissions required to integrate with IMPACT's calendar.
  2. Check the empty checkbox next to the permission to 'View and edit events on all your calendars' is checked (shown below). Then click Continue. Note: This permission may be automatically included in this window. If it is, skip to the next step.
  3. Confirm this by sharing of data by clicking Allow. 
  4. You will then be returned to your Profile page with more information about this integration now listed.


From this point forward, when a case is booked into one of your availabilities (where you are listed as the provider), that class will automatically appear on your Google Calendar. If that student is removed from the roster, this class will be removed from your person calendar.


Note: This integration is one-way. Change made within your personal Google Calendar (like deleting an Impact Class) will NOT affect the Impact calendar.



Outlook/Office 365 Calendar Integration

  1. Clicking the Office 365 integration option will open a Microsoft account window where you can select or log into the Microsoft account you'd like to connect to.
    Note: Some organizations may require approval from their IT department for new integrations. If this is the case, we recommend sharing the PDF attached at the end of this article with your IT department. It contains more detailed information and the steps needed to authorize the integration.
  2. After selecting your desired Microsoft account, you will be able to view the necessary permissions to integrate with IMPACT Feedback. Ensure that the permission to 'Have full access to your calendars' is specified/selected.
  3. After reviewing this request, click Accept. You may need to click Continue and then Accept depending on the type of Microsoft account you are using.

  4. You will then be returned to your Profile page with more information about this integration now listed.


From this point forward, when a case is booked into one of your availabilities (where you are listed as the provider), that class will automatically appear on your Outlook/Office 365 Calendar.. If that student is removed from the roster, this class will be removed from your person calendar.


Note: This integration is one-way. Change made within your personal Outlook/Office 365 Calendar (like deleting an Impact Class) will NOT affect the Impact calendar.


Add Calendar Integration Permission to Roles

This integration feature will only be accessible to users that have the calendar integration permission added to their user role. Please view the short clip below to see how to add this permission to a user role. Note that you may need your organization's Org Admin update this permission on your user role for you. For more information about roles, please view our User Roles (Permissions Sets) solution article.



Detailed Integration Requirements and AZURE AD Approval

The PDF attached below contains more detailed information about this calendar integration's behavior and requirements. It also includes the steps for AZURE AD administrators to approve IMPACT Feedback as an authorized application.